Financial Planning
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Our financial planning process is not a “one size fits all” approach. Instead, we work closely with you to identify your needs and goals, and to design a plan that works for you.
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Process
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Initial Meeting:
Define client goals and clarify client assets.
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Data and Plan Input:
Gathering and linking necessary documents and data to enable us to develop a comprehensive plan.
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Presentation Meeting:
Present your base plan, show alternative scenarios, and discuss recommendations and strategies.
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Schedule a 3 month follow up:
Phone call, meeting, or screen share of financial plan to review and answer questions.
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Annual Review:
Annual meeting with clients to review their goals and investments and update their financial plan (There may be more meetings dependent upon the client needs and preferences).
Investment Management
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Our investment advice and recommendations can be included as part of our financial planning process, or utilized as a separate service. Our investment philosophy looks toward the long term and focuses on diversification.
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Process
- Define client goals, needs, wants, and time frame through the financial planning process.
- Determine an appropriate investment strategy for each goal.
- Balance risk with potential reward to pursue the goal.
- Diversify and rebalance as appropriate.
- Meet annually to review or as needed.
Risk Management
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We offer a wide range of insurance planning services including disability income insurance, life insurance, annuities, and long-term care insurance. We work with you to identify which options fit your needs.
Process
- Determine the type of risk that needs coverage
- Determine the proper amount of coverage needed
- Determine appropriate products for coverage
- Determine a company from which to obtain the product
- Review as necessary